your miami financial advisors
how can we help you?
miami financial planning services
AIM HIGH—WE’LL HELP YOU GET THERE
Let our Miami financial advisors help you enhance your financial wellbeing. We offer holistic financial planning services that take into account both the big picture and the intricate details affecting your finances. Whether you are located in Aventura, Bay Harbor Islands, Miami Beach, or Coral Gables, our CERTIFIED FINANCIAL PLANNER® professionals are dedicated to understanding and appreciating your unique journey as they work alongside you to create your financial plan.
retirement planning
Plan your golden years
Using our proprietary Smart Life Planning process, we will consider every aspect of your finances and their impact on retirement planning. Our financial advisors build a plan to cover investments, cash flow, tax planning, estate planning, and insurance, based on your long-term financial and life goals.
We will help get your retirement plan on track, using advanced tools to forecast different scenarios that help give you confidence to make the right financial decision for you.
wealth management
LET’S BUILD YOUR LASTING LEGACY
We take a long-term approach to developing and maintaining your wealth because wealth management presents several challenges beyond growing assets. Our specialized recommendations entail preserving assets through strategies such as tax planning, insurance, and estate planning.
Whether you are a business executive, doctor, business owner,or looking to preserve family assets for your next generations, we can help.
We know there are many wealth management firms in Florida, and you might be asking yourself, “What sets you apart from them?” We offer unparalleled support to you and your family to guide you toward financial wellbeing and a brighter future.
investment advising
BUILDING A STRONG FINANCIAL FOUNDATION
Our advisors personalize investment strategies that support your short-term and long-term goals.
We will help you diversify your portfolios with various asset classes, to help protect you from market fluctuations and economic instability.
Our investment options include low-cost and tax-aware portfolios that help you keep more of your money. Our CERTIFIED FINANCIAL PLANNER® professionals offer unbiased and objective advice to support your success.
do you want a financial advisor who puts your needs first?
HOW WE SUPPORT YOU
We’re an independent advisory firm here in Miami that separates the role of custodian and advisor. This structure ensures your advisor is solely focused on your best interests and helping you grow and maintain your assets.
We are fiduciary advisors, compensated by our clients and only our clients. This structure eliminates conflicts of interest that can arise from commissions or referral fees.
Our Miami financial advisors become your partners, building long-term relationships to help you achieve your financial goals. We collaborate with your other financial partners, such as your CPA or estate attorney.
20200 W Dixie Hwy, Suite 1009
Miami, FL 33180
1 (866) 248-8678
Driving Directions:
Set your GPS to 20200 West Dixie Highway, Aventura. We have complimentary guest parking available in the garage, the entrance to which is on the left side of the building. The first three levels are reserved spots, so continue on to the fourth level (or higher), and park in any spot that is not “reserved”. Once parked, take the elevator to the 10th floor and follow the signs for Suite 1009.
meet our financial advisors in miami
experience a holistic approach to your finances
Our Miami financial advisors are approachable, ready to help, and transparent about how to meet your needs.
We listen to your situation without bias and develop personalized financial planning solutions for you. We’re eager to hear about your goals, objectives, and dreams to help you achieve them.
Our team shares a collaborative spirit both internally and externally. We also engage with other specialists to develop the ideal financial solution to your challenges.
get in touch
Ready to take charge of your financial future? Whether you are looking for retirement planning, investment advice, options during a divorce, a stock options strategy, or tax planning, our financial advisors are ready to help.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions
Book your clarity session today!
(We’ll reserve 45 minutes to address your most urgent questions)
miami financial planning careers
A career in financial planning offers a blend of challenges and opportunities, from helping people secure their future to having peace of mind in their daily lives. This brings a lot of joy and fulfillment. As a leading wealth management firm in Florida, we always seek exceptional talent and passionate individuals to join our team. If you are looking for an opportunity in the industry, explore the current openings in our Miami office.